Buttonwood Financial Advisors
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Buttonwood Financial Advisors’s American Tower AMT Stock Holding History

Buttonwood Financial Advisors’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$470K Sell
2,872
-11
-0.4% -$1.89K 0.14% 82
2026
Q2 		$472K Buy
2,883
+2
+0.1% +$360 0.14% 82
2026
Q1 		$497K Sell
2,881
-113
-4% -$20.3K 0.17% 78
2025
Q4 		$526K Sell
2,994
-25
-0.8% -$4.55K 0.18% 72
2025
Q3 		$581K Buy
3,019
+2
+0.1% +$417 0.2% 70
2025
Q2 		$667K Buy
3,017
+1
+0% +$216 0.27% 57
2025
Q1 		$656K Sell
3,016
-174
-5% -$34.1K 0.29% 57
2024
Q4 		$585K Sell
3,190
-206
-6% -$42.7K 0.26% 64
2024
Q3 		$790K Sell
3,396
-59
-2% -$13.1K 0.34% 52
2024
Q2 		$672K Sell
3,455
-1,043
-23% -$195K 0.32% 54
2024
Q1 		$889K Sell
4,498
-168
-4% -$33.5K 0.42% 52
2023
Q4 		$1.01M Sell
4,666
-331
-7% -$62.6K 0.55% 46
2023
Q3 		$822K Buy
4,997
+101
+2% +$18.4K 0.52% 50
2023
Q2 		$950K Buy
4,896
+544
+13% +$106K 0.6% 42
2023
Q1 		$889K Sell
4,352
-105
-2% -$22K 0.69% 40
2022
Q4 		$944K Sell
4,457
-598
-12% -$124K 0.79% 37
2022
Q3 		$960K Buy
5,055
+117
+2% +$30.1K 0.87% 32
2022
Q2 		$1.26M Buy
4,938
+2,587
+110% +$649K 1.14% 27
2022
Q1 		$591K Buy
+2,351
New +$574K 0.53% 42

Other funds holding AMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Buttonwood Financial Advisors's AMT Position: Q3 2026 in Review

Buttonwood Financial Advisors reduced its American Tower (AMT) stake by 0.38% in Q3 2026, selling an estimated $1.89K and leaving 2,872 shares worth $470K. The position accounts for 0.14% of the portfolio, ranked #82.

Buttonwood Financial Advisors first reported a position in AMT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.26M in Q2 2022. 1,501 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Buttonwood Financial Advisors held 2,872 shares of American Tower worth $470K as of Q3 2026.
  • Buttonwood Financial Advisors sold 11 American Tower shares in Q3 2026, an estimated $1.89K.
  • American Tower made up 0.14% of Buttonwood Financial Advisors's portfolio in Q3 2026, its #82 holding.
  • Buttonwood Financial Advisors first reported a position in American Tower in Q1 2022 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's American Tower position peaked at $1.26M in Q2 2022.
  • 1,501 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.